e-Referrals and Managed Referrals

Two commonly used methods of creating referrals in EMIS Web are covered in this bundle. The Managed Referrals video is specific to making referrals directly to CCICP in Cheshire, but gives you an idea of how the process would work elsewhere.

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Video content

Time

Status
1. Start
2. Launch the e-Referral in a Consultation at 0m 23s
3. Select Urgency (Routine/Urgent/2week) at 0m 26s
4. Select Referring Clinician at 0m 32s
5. The e-Referral Portal at 0m 45s
6. e-Referral Portal - Referring clinician at 0m 48s
7. e-Referral Portal - Request Type (Referral or Advice) at 1m 0s
8. e-Referral Portal - Priority at 1m 6s
9. e-Referral Portal - Select Clinical Term, Specialty/Clinic Type or Named Clinician at 1m 9s
10. e-Referral Portal - Refine search using distance from a given postcode at 1m 35s
11. e-Referral Portal - Specify an indicative maximum wait time at 1m 47s
12. e-Referral Portal - Organisation or site at 1m 49s
13. e-Referral Portal - Specify age/gender requirements for clinic at 1m 51s
14. e-Referral Portal - Sort Results of your search at 2m 6s
15. e-Referral Portal - Run the search at 2m 30s
16. e-Referral Portal - View your search results (available appointments) at 2m 31s
17. e-Referral Portal - Group appointments by Organisation or Location at 3m 3s
18. e-Referral Portal - Select multiple appointment options at 3m 17s
19. e-Referral Portal - View details of each appointment option at 3m 25s
20. e-Referral Portal - Select the appointment at 3m 44s
21. e-Referral Portal - Request appointment at 4m 7s
22. e-Referral Portal - Confirm or update patient details at 4m 10s
23. e-Referral Portal - Submission Confirmation Screen at 4m 38s
24. e-Referral Portal - Shortlist of appointment options for the patient at 5m 3s
25. e-Referral Portal - Finish the referral at 5m 25s
26. e-Referral Portal - Abandon the referral process at 5m 33s
27. Complete EMIS Referral form details at 5m 40s
28. Create referral letter in the Consultation at 5m 52s
29. Create a Task for someone to create the referral letter later at 6m 0s

Video content

Time

Status
1. Start
2. Make a managed referral from within a Consultation at 0m 22s
3. Add the referral source at 0m 32s
4. Add the referral target service at 0m 47s
5. Add the Clinical Term (referral type) at 1m 4s
6. Select the appropriate Urgency at 1m 10s
7. Add Purpose at 1m 25s
8. Free text to describe the reason for referral at 1m 28s
9. Link a Problem on the patient's record to the referral at 1m 30s
10. Create Referral letter now at 1m 40s
11. Find the appropriate referral letter at 2m 9s
12. Complete the Free text prompts for the referral letter at 2m 24s
13. View and complete the Referral Form at 2m 46s
14. Save and Send the Referral Form at 3m 27s
15. View the referral in the Referral Section of the Care Record at 3m 50s
16. Create a Task for someone to create the referral letter at 4m 7s
17. Select the user or team you want to send to at 4m 22s
18. Access Work Flow Manager - referral management at 4m 54s
19. Select the letter from 'Pending Letter' folder at 5m 0s
20. Open the Pending letter at 5m 1s
21. Select the letter/form and complete, save and send at 5m 3s

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